Poramin currently lead High net worth and Affluent segment projects at Siam Commercial Bank. In this role, he is responsible for developing HNW segment strategies as well as leading business merging and acquisition opportunity. He is also ensuring that client relationships with bank are developed and expanded and that the resources of the entire organisation are properly leveraged to provide efficient and personalised service delivery.

Poramin has a total of 22 years of professional experience in investment management, securities and private banking business. From 2018 to 2021, Poramin was Managing Director at SCB Julius Baer Securities, where he oversaw all aspects of pure offshore private banking activities that serviced the needs of ultra-high net-worth clients. And from 2021-2025, Poramin was the Head of Relationship Manager, SCB Private Banking where I focused on deepening client engagement, delivering tailored financial solutions and ensuring the business well performed.

With nearly 30 years of experience in investment and wealth management, Narit leads one of Thailand’s largest team of private bankers overseeing close to Baht 1 trillion in AUM. Under his leadership, the group has been recognized as the Best Private Bank in Thailand by multiple global institutions. Narit holds an MBA from the University of North Carolina at Chapel Hill and a BBA in Finance from Chulalongkorn University.

Sunnie Yun is the head of Private Wealth business for Southeast Asia and Korea, and joined Partners Group Singapore in 2024. Previously, she was at PIMCO managing the firm’s relationships with global and regional private banks and family offices in Southeast Asia. Prior to moving to Singapore in 2017, she was based in New York with the global wealth management group. In addition, she was with Goldman Sachs and Bank of America Merrill Lynch. She holds an MBA from the Wharton School of the University of Pennsylvania and an undergraduate degree in economics from Korea University. She served on the board of executive committee of CAIA Singapore Chapter. She is a CFA and CAIA Charterholder.

Craig MacDonald joined HarbourVest in 2005 in Boston, transferring to London in 2009 and then Dublin in 2019 to serve as head of office. Craig spent the majority of his career focused on co-investments in growth equity and buyout transactions, primarily in Europe and has worked on investments including CallCredit, Finanzcheck, ViroClinics, Nordax CSL and Raisin. Since 2024 he has taken on fund management responsibilities for HarbourVest’s evergreen funds and is the Portfolio Manager for HarbourVest Global Private Solution – Direct Private Equity.

Craig joined the Firm from Morgan Stanley in New York where he was an analyst focusing on consumer finance. Craig’s prior experience also includes investment banking analyst positions with Citigroup Global Markets in New York and London.

Craig received a BA in Political Science and Information Systems (with honors and distinction) from the University of North Carolina, Chapel Hill in 2001, where he was a Morehead Scholar.

Apinya Ongkunarak serves as the Assistant Managing Director at Kiatnakin Phatra Securities. Her executive leadership experience includes serving as Managing Director and Head of Investment Solutions at Maybank Securities (Thailand), and as Senior Portfolio Manager at Central Group Family Office. Her extensive portfolio management experience further includes serving as a Global Portfolio Manager at SCB Asset Management and as an Investment Associate at Stamos Capital Partners in Menlo Park, California, where she focused on absolute return and private market strategies.

A holder of both the CFA and CAIA designations, Apinya earned her Master of Business
Administration from San Francisco State University and her Bachelor of Business Administration from Chulalongkorn University. Beyond her corporate leadership, she contributes to the industry as a lecturer on Financial Engineering and Alternative Investments at Chulalongkorn and Kasetsart Universities, Thailand. She is also a member of 100 Women in Finance and the California Hedge Fund Association.

Sai Shai-Wan is a Senior Vice President in Client Relationship Management for Brookfield Private Wealth, responsible for account management of private bank and South-East Asia distributor partners.   

Shai-Wan joined Brookfield in 2022 and was previously a Vice President at BlackRock covering Asia-Pacific wealth clients across the whole spectrum of capabilities comprising alternatives, active funds, ETFs and tailored client solutions.  

Before BlackRock, Shai-Wan worked at Aberdeen Standard Investments, in both Singapore and Hong Kong, covering Asia wholesale distribution with global bank partners.  

Shai-Wan holds a Bachelor of Commerce (Honours) degree from the University of Melbourne majoring in Finance and Economics. 

Tapanan oversees private markets distribution at KBank Private Banking, specializing in private equity, secondaries, private credit, infrastructure, and co-investments for Thailand’s UHNW clients and institutions. He brings over a decade of experience spanning investment banking, private banking, asset management, and fund structuring — including launching Private Real Estate funds with combined project value exceeding THB 10 billion. He has been a key advocate in pioneering Private Assets education and adoption in the Thai wealth management market.

Prior to his current role, Tapanan served as Chief Product Officer at XSpring Asset Management, VP of Business Development at Lazada (Alibaba Group), and positions in KBank’s Investment Banking and Private Banking divisions.

Tapanan holds an MBA in Finance & Accounting from the Kellogg School of Management (Northwestern University) and a BBA from Ritsumeikan Asia Pacific University, Japan. He is a CFA charterholder, Certified Financial Planner (CFP), and licensed Fund Manager. He also holds certifications in Alternative Investments from Harvard Business School and Finance of Climate Change from EDHEC.

Marie is the Head of Private Wealth Asia is based in Singapore. She has over 20 years of experience in the financial industry. Prior to joining CVC, she worked UBS Global Wealth Management as Head of Funds & Alternatives, Advisory & Sales for South-East Asia. Marie holds a bachelor's degree (honors) in Business Administration from the National University of Singapore.

Roongroj Seksunwiriya is First Senior Vice President, Investment Product Selection at Siam Commercial Bank (SCB). He is responsible for shaping SCB Wealth’s investment product strategy, covering global asset allocation, mutual funds, alternatives, and cross‑border investment solutions through an open‑architecture approach. With over 20 years of experience in investment management and portfolio construction, he brings deep expertise in manager selection, risk‑adjusted returns, and investment governance.

Hao Jie Poh (Singapore) joined KKR in 2024 and is a Director on the Global Client Solutions team. He works with private banks, wealth management platforms and family offices to deliver KKR’s investment solutions to their advisors and clients. Mr. Poh joined from Deutsche Bank Private Banking, where he co-led the advisory solutions business for emerging markets and was responsible for advising private clients across alternatives and mutual funds solutions. Prior to Deutsche Bank, he led the private equity advisory business for Credit Suisse South Asia and Bank of Singapore. Mr. Poh started his career in investment banking at Bank of America Merrill Lynch and held investment roles at IFC (World Bank) and Morgan Stanley Investment Management, deploying capital into private equity direct deals and funds. Mr. Poh holds an MBA from INSEAD, a Business Administration degree from National University of Singapore and is a CFA Charterholder. 

Kean Tan is currently Head of Investment Solutions with SCB Julius Baer where he oversees the Bank’s strategy for investment advisory and portfolio management.

With a stellar track record in wealth management, Kean has guided UHNW clients through tailored investment strategies, spanning a multitude of asset classes including equities, fixed income, structured derivatives & alternatives.

Kean graduated with a Bachelor of Business Administration degree with a Finance major from the National University of Singapore (NUS) Business School. He has previously held senior positions in investment advisory, product management and fund advisory at various financial institutions including Citibank and Credit Suisse.  

Thiyachai Chong leads the Wealth Management business at DBS Bank Thailand, overseeing the private banking and affluent segments. He brings nearly 20 years of experience spanning wealth management, investment management, and strategic advisory across regional and global financial institutions, including experience in New York, USA and across Asia and the Middle East.

A Finance graduate from University of British Columbia, Thiyachai has held leadership and advisory roles across private banking, asset management, and investment solutions. His expertise includes client advisory, structured products, business strategy, and driving growth in the high-net-worth and ultra-high-net-worth segments.

Mr. Foster is a vice president and a product strategist in the Singapore office, focusing on PIMCO's alternative investment strategies. He joined PIMCO in 2018. He has seven years of investment experience and holds an undergraduate degree in economics from the University of Bath. He is a CFA charterholder.

Triphon Phumiwasana, Ph.D. is the Private Banking Business Head at Kasikorn Bank.

Prior to joining Kasikorn Bank, Triphon was the Chief Executive Officer of Maybank Asset Management (Thailand), where he also took the responsibility of country CIO and the regional head of product. Triphon also had extensive experience in investment management when he was the Director of Foreign Investment and External Fund Management at the Thai Government Pension Fund (GPF). At GPF, he was responsible for global investment and asset allocation as well as external fund management with the fund under management of 4 billion USD. He was the leader in transforming the foreign investment platform to enhance the efficiency and prepare for further foreign investment expansion. Prior to joining GPF, Triphon is the senior economist at the Milken Institute, the global capital market think tank, where he published several research and co-authored The Rise and Fall of U.S. Mortgage and Credit Markets, 2009. He received his Ph.D. in economic with concentration in international finance from Claremont Graduate University.

Mr. Mark joined the firm in 2012 and currently serves as a Client Portfolio Manager for the Global Focus Equity Strategy, for which he has been a member of since 2015. In his previous roles he served as a generalist for the team, as well as a performance analyst for the Investment Operations team. Mr. Mark graduated from Columbia University with a Bachelor of Arts in Economics and has completed additional coursework at Harvard University Extension School.

William Fok is based in Thailand and is rejoining HSBC as Country Head of HSBC Private Bank Thailand. He previously worked at HSBC in Hong Kong and Thailand in 2018 as a Senior Investment Counsellor. He has 26 years of experience across investment banking and private banking, with prior roles at LGT, Julius Baer and Morgan Stanley, including Relationship Manager and Structured Products Specialist positions. Before joining HSBC in 2018, he also gained brief culinary experience in Bangkok, including training at Le Cordon Bleu Dusit Bangkok and working as a commis chef—an experience that strengthened his discipline, attention to detail, and service mindset. He graduated from Macquarie University Sydney and holds a Graduate Certificate in Financial Engineering from Stanford University. He speaks English, Cantonese and Mandarin, and is learning Thai in his leisure time.

Adrian Mazenauer is the Chief Executive Officer of SCB Julius Baer and one of its founding executives. Since 2019 he has helped build the firm into one of Thailand’s leading wealth managers, recognized as Best International Private Bank – Thailand by Asian Private Banker and as Best Pure-Play Private Bank by Euromoney for several consecutive years. With 30 years in private banking, including 20 across Asia and 15 as a relationship manager, he brings a grounding in the craft that informs how he leads.

Adrian is an Accredited Director by the Thai Institute of Directors, a Board Member of the Thai-Swiss Chamber of Commerce, and Director of The 45 Academia. He holds an MBA from The University of Chicago Booth School of Business and a postgraduate diploma in Global Finance from The Chinese University of Hong Kong.

Daniel Peter is the Chief Executive Officer of Wealth Management Thailand at BNP Paribas, based in Bangkok.

Daniel joined BNP Paribas in April 2023 to drive the buildup of the wealth management business in Thailand. He brings extensive experience in the Southeast Asia private banking industry. Prior to joining BNP Paribas, he was team leader at Credit Suisse wealth management Thailand, and before that team leader at UBS wealth management Southeast Asia.

Daniel holds a master’s degree in economics and business administration from the University of Zurich and a bachelor’s degree in communication systems and IT from the Zurich University of Applied Sciences.

Brad McCarthy is a Managing Director and Head of Asia-Pacific for Carlyle Global Wealth. He is responsible for expanding Carlyle’s wealth platform across the region. He also oversees the institutional wealth channel for Carlyle in Australia and New Zealand. He is based in Singapore.

Mr. McCarthy has more than 25 years of experience in wealth and asset management, where he has led sales and client servicing teams, product launches, and distribution strategies. He joined Carlyle from Citi Private Bank and Global Wealth, where he was a Managing Director and Asia-Pacific Head of Alternative Investment Sales.

Before Citi, Mr. McCarthy was Head of Asia at Permal, where he was responsible for growing the firm’s regional business as an alternative investment provider. He has also held various investment and wealth management roles at ABN AMRO Asset Management and BT Financial Group.

Mr. McCarthy holds a Bachelor of Business from Queensland University of Technology in Australia and is a Chartered Alternative Investment Analyst (CAIA).

Win Phromphaet, CFA is Executive Chairman of Kasikorn Asset Management, one of the largest fund houses in Thailand with total AUM of US$58 billion. Win has over 22 years of professional experience in Investment Management.

Prior to this, Win was EVP - Head of High Net-Worth Division, Bank of Ayudhya PCL and Chief Investment Officer of Principal Asset Management. Before that, he was Head of Investments and Deputy Spokesperson of the Social Security Office, Thailand's largest institutional investor.

Win holds a BA in Economics (International Program) from Thammasat University in Bangkok and an MBA from Rotterdam School of Management, Erasmus University, Netherlands. His MBA study was sponsored by the Royal Thai Government Scholarship. Win is a former President of the CFA Society Thailand and currently serves as a Board Member of the Association of Investment Management Companies (AIMC). He was awarded an Outstanding Civil Servant in 2006 and a Rising Star Economist in 2014. He authored 3 books; ‘Invest Like A Pro’, ‘Career in Finance’ and ‘Career in Finance: Revised Edition’.

Pramook is head of Krungthai’s CIO office. He is responsible for asset side solutions for Krungthai Bank’s clients including market strategy, product advisory and investment consultancy. Prior to Krungthai Bank, he was head of foreign investment fund management at Kasikorn Asset Management for 10 years. Pramook has a MBA degree from University of Tennessee, Knoxville and BA from Chulalongkorn University.

Benja joined Baker McKenzie in 2001 and became a principal in 2021. She is a member of the Banking & Finance and Capital Markets Practice Groups in Bangkok and currently leads the office’s Financial Services Regulatory (FSR) and Structured Finance & Derivatives practices. She is a member of the Firm’s Global FSR Committee, and the former chair of the Firm’s APAC FSR Subcommittee. In addition to participating in the ISDA Future Leaders in Derivatives Program (IFLD), she also acts as local counsel to the International Swaps and Derivatives Association (ISDA) and acts as local ISDA counsel to Thai clients. Chambers Asia-Pacific quotes a market source describing Benja as “an expert for derivatives transactions.” She also regularly works closely with regulators and collaborates with public organizations such as the Bank of Thailand (BOT), Securities and Exchange Commission of Thailand (SEC Thai), Thai Bankers Association (TBA), Association of Thai Securities Companies (ASCO), and Association of Investment Management Companies (AIMC) in support of innovation and the transformation of Thailand’s financial ecosystem.

Over the course of her career, Benja has had the leading role on several first-to-market deals and has advised leading global financial institutions in entering the Thai market for the first time. She is well sought-after for her expertise, particularly in financial services regulatory, derivatives and structured finance, and private wealth, and has been recognized by several of the world’s leading legal directories:

“Band 3” in Capital Markets, Chambers Asia-Pacific, 2022-2024
“Band 4” in Capital Markets, Chambers Asia-Pacific, 2020-2021
Elected as “ISDA Future Leaders in Derivatives Program (IFLD)”, the International Swaps and Derivatives Association (ISDA), 2021
“Notable Practitioner” in Banking, IFLR1000: Financial and Corporate Guide 2021-2024
“Rising Star” in Banking, IFLR1000: Financial and Corporate Guide 2015-2020
“Leading Individual” in Banking & Finance, The Legal 500 Asia Pacific, 2016-2024
“Lead Partner” on the only dedicated Structured Finance and Securitisation team in Thailand, IFLR1000 Specialists Guide, 2019
“Stand Out Lawyer”, Acritas’ Star Lawyers, 2018-2019
“Best in Structured Finance”, Euromoney’s Asia Women in Business Law Awards, shortlisted 2018

Benjamin Wang is Desk Head for Thailand, Philippines and Vietnam at HSBC Global Private Banking.

With 24 years of wealth management and private banking experience in the US and Asia, Benjamin leads a team dedicated to supporting the ambitions of ultra-high-net≠ worth individuals and their families in fast-growing markets. Since joining HSBC Private Banking in 2008, Benjamin has held a range of senior roles, including Cluster Head and Senior Relationship Manager for UHNW clients, where he developed deep expertise in managing complex client relationships and delivering bespoke financial solutions.

Prior to HSBC, he held positions at Standard Chartered Private Banking and Citi Private Bank, gaining extensive experience in private client advisory and wealth management.

Benjamin holds a Bachelor of Arts in Economics from the University of Chicago and a Master’s in Economics from the University of Hong Kong. He is fluent in English and Cantonese.